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Simplify Aggregate Bond ETF (AGGH)

CUSIP: 82889N723 | NYSE | 152 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Gradient Investments LLC2,036,544
0.6% of portfolio›$38.6M
Sowell Financial Services LLC1,235,071
0.8% of portfolio›$23.4M
IronBridge Private Wealth, LLC731,326
4.1% of portfolio›$13.8M
WealthPlan Investment Management, LLC717,978
0.7% of portfolio›$13.6M
Great Diamond Partners, LLC655,437
2.1% of portfolio›$12.4M
Simplify Asset Management Inc.651,127
0.2% of portfolio›$12.3M
Park Edge Advisors, LLC524,499
2.1% of portfolio›$9.9M
Wealth Enhancement Advisory Services, LLC501,583
0.0% of portfolio›$9.5M
Elevated Capital Advisors, LLC426,927
2.7% of portfolio›$8.1M
Prevail Innovative Wealth Advisors, LLC417,560
1.0% of portfolio›$7.9M
Financial Enhancement Group LLC296,505
0.6% of portfolio›$5.6M
Key Capital Management, Inc214,571
1.5% of portfolio›$4.1M
Evolution Wealth Management Inc.190,288
2.1% of portfolio›$3.6M
RiverTree Advisors, LLC141,357
1.6% of portfolio›$2.7M
SteelPeak Wealth, LLC138,548
0.1% of portfolio›$2.6M
Howard Bailey Securities, LLC137,335
1.0% of portfolio›$2.6M
B.O.S.S. Retirement Advisors, LLC118,900
0.6% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.111,476
0.0% of portfolio›$2.1K
Henderson Brothers Financial Partners, LLC104,791
0.7% of portfolio›$2.0M
Kestra Private Wealth Services, LLC101,091
0.0% of portfolio›$1.9M
Winnacle Wealth LLC97,229
1.2% of portfolio›$1.8M
Lanark Financial, Inc.92,633
0.1% of portfolio›$1.8M
Commonwealth Equity Services, LLC67,209
0.0% of portfolio›$1.3M
WealthPLAN Partners, LLC65,306
0.2% of portfolio›$1.2M
Blackston Financial Advisory Group, LLC59,868
0.6% of portfolio›$1.1M
Financial Partners Group, Inc59,147
0.1% of portfolio›$1.1M
Adamsbrown Wealth Consultants LLC55,135
0.2% of portfolio›$1.0M
Networth Advisors, LLC52,767
0.6% of portfolio›$998.9K
Retirement Planning Group, LLC50,708
0.0% of portfolio›$959.9K
KG Capital Management45,572
0.5% of portfolio›$862.7K
Beacon Capital Management, LLC37,746
0.1% of portfolio›$714.5K
Ironsides Asset Advisors, LLC36,911
0.2% of portfolio›$698.7K
GK Wealth Management LLC32,222
0.3% of portfolio›$610.0K
Thrivent Financial for Lutherans31,459
0.0% of portfolio›$596
Independent Financial Group, LLC24,471
0.0% of portfolio›$463.2K
Balance Wealth Partners LLC22,718
0.1% of portfolio›$430.1K
Lloyd Advisory Services, Llc.22,665
0.2% of portfolio›$429.1K
Fifth Third Securities, Inc.21,701
0.0% of portfolio›$410.8K
Cooper Financial Group20,861
0.0% of portfolio›$394.9K
WealthCare Asset Management, LLC19,089
0.3% of portfolio›$361.4K
Paladin Wealth, LLC17,111
0.2% of portfolio›$323.9K
Worth Asset Management, LLC16,753
0.1% of portfolio›$317.1K
Revisor Wealth Management LLC16,143
0.1% of portfolio›$306.4K
Mather Group, Llc.14,797
0.0% of portfolio›$280.1K
Integrated Advisors Network LLC14,621
0.0% of portfolio›$276.8K
Secure Asset Management, LLC13,912
0.0% of portfolio›$263.4K
Koshinski Asset Management, Inc.13,910
0.0% of portfolio›$263.3K
Triad Wealth Partners, LLC13,185
0.0% of portfolio›$249.6K
Advisor OS, LLC12,936
0.0% of portfolio›$244.9K
Decker Retirement Planning Inc.11,192
0.1% of portfolio›$211.9K
Park Avenue Securities LLC10,868
0.0% of portfolio›$206
Tounjian Advisory Partners, LLC6,634
0.1% of portfolio›$125.6K
Wealth Enhancement Trust Services, Inc.5,137
0.0% of portfolio›$97.2K
Farther Finance Advisors, LLC1,547
0.0% of portfolio›$29.3K
Buck Wealth Strategies, LLC1,383
0.0% of portfolio›$26.2K
Montgomery Financial Services LLC1,218
0.0% of portfolio›$23.1K
US Bancorp \de\1,164
0.0% of portfolio›$22.0K
Fifth Third Bancorp725
0.0% of portfolio›$13.7K
Triumph Capital Management200
0.0% of portfolio›$3.8K
Assetmark, Inc124
0.0% of portfolio›$2.3K
POM Investment Strategies, LLC10
0.0% of portfolio›$181
StyleTurnoverLocationFiled
Gradient Investments LLC
2,036,544$38.6M0.6%CoreMediumArden Hills, MN2026-10-08
Sowell Financial Services LLC
1,235,071$23.4M0.8%CoreLowNorth Little Rock, AR2026-10-23
IronBridge Private Wealth, LLC
731,326$13.8M4.1%Agg GrowthMediumAustin, TX2026-11-03
WealthPlan Investment Management, LLC
717,978$13.6M0.7%GrowthMediumOmaha, NE2026-10-15
Great Diamond Partners, LLC
655,437$12.4M2.1%CoreMediumPortland, ME2026-10-13
Simplify Asset Management Inc.
651,127$12.3M0.2%CoreLowLas Vegas, NV2026-10-27
Park Edge Advisors, LLC
524,499$9.9M2.1%CoreMediumCleveland, OH2026-10-28
Wealth Enhancement Advisory Services, LLC
501,583$9.5M0.0%CoreLowPlymouth, MN2026-10-13
Elevated Capital Advisors, LLC
426,927$8.1M2.7%ETFMediumSandy, UT2026-11-04
Prevail Innovative Wealth Advisors, LLC
417,560$7.9M1.0%CoreVery HighLeawood, KS2026-10-20
Financial Enhancement Group LLC
296,505$5.6M0.6%ETFMediumAnderson, IN2026-10-08
Key Capital Management, Inc
214,571$4.1M1.5%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Evolution Wealth Management Inc.
190,288$3.6M2.1%ETFMediumFort Myers, FL2026-10-28
RiverTree Advisors, LLC
141,357$2.7M1.6%ETFMediumWinter Park, FL2026-10-13
SteelPeak Wealth, LLC
138,548$2.6M0.1%GrowthHighWoodland Hills, CA2026-10-16
Howard Bailey Securities, LLC
137,335$2.6M1.0%ETFMediumFort Wayne, IN2026-10-27
B.O.S.S. Retirement Advisors, LLC
118,900$2.3M0.6%ETFMediumLehi, UT2026-10-26
Cambridge Investment Research Advisors, Inc.
111,476$2.1K0.0%ETFLowFairfield, IA2026-11-02
Henderson Brothers Financial Partners, LLC
104,791$2.0M0.7%ETFN/APittsburgh, PA2026-11-03
Kestra Private Wealth Services, LLC
101,091$1.9M0.0%GrowthLowAustin, TX2026-10-30
Winnacle Wealth LLC
97,229$1.8M1.2%CoreMediumWaco, TX2026-10-15
Lanark Financial, Inc.
92,633$1.8M0.1%CoreMediumBirmingham, AL2026-10-26
Commonwealth Equity Services, LLC
67,209$1.3M0.0%ETFLowWaltham, MA2026-11-02
WealthPLAN Partners, LLC
65,306$1.2M0.2%CoreMediumOmaha, NE2026-10-15
Blackston Financial Advisory Group, LLC
59,868$1.1M0.6%ETFLowThe Villages, FL2026-11-04
Financial Partners Group, Inc
59,147$1.1M0.1%ETFLowOverland Park, KS2026-10-19
Adamsbrown Wealth Consultants LLC
55,135$1.0M0.2%ETFLowWichita, KS2026-10-20
Networth Advisors, LLC
52,767$998.9K0.6%ETFMediumCanonsburg, PA2026-11-03
Retirement Planning Group, LLC
50,708$959.9K0.0%ETFVery LowLeawood, KS2026-10-19
KG Capital Management
45,572$862.7K0.5%CoreLowSt. Francisville, LA2026-10-15
Beacon Capital Management, LLC
37,746$714.5K0.1%ETFMediumFranklin, TN2026-10-23
Ironsides Asset Advisors, LLC
36,911$698.7K0.2%ETFVery LowRocky Mount, NC2026-10-20
GK Wealth Management LLC
32,222$610.0K0.3%GARPVery HighReno, NV2026-10-09
Thrivent Financial for Lutherans
31,459$5960.0%GARPMediumMinneapolis, MN2026-11-05
Independent Financial Group, LLC
24,471$463.2K0.0%GrowthLowSan Diego, CA2026-10-13
Balance Wealth Partners LLC
22,718$430.1K0.1%ETFMediumWorthington, OH2026-10-27
Lloyd Advisory Services, Llc.
22,665$429.1K0.2%ETFVery HighSuwanee, GA2026-11-02
Fifth Third Securities, Inc.
21,701$410.8K0.0%ETFLowCincinnati, OH2026-10-21
Cooper Financial Group
20,861$394.9K0.0%GrowthMediumIrvine, CA2026-10-07
WealthCare Asset Management, LLC
19,089$361.4K0.3%CoreHighSpringfield, MO2026-10-26
Paladin Wealth, LLC
17,111$323.9K0.2%CoreLowArden Hills, MN2026-10-23
Worth Asset Management, LLC
16,753$317.1K0.1%ETFHighDallas, TX2026-10-07
Revisor Wealth Management LLC
16,143$306.4K0.1%CoreLowAkron, OH2026-10-20
Mather Group, Llc.
14,797$280.1K0.0%ETFMediumChicago, IL2026-10-14
Integrated Advisors Network LLC
14,621$276.8K0.0%GrowthMediumDallas, TX2026-10-20
Secure Asset Management, LLC
13,912$263.4K0.0%GrowthMediumTroy, MI2026-10-19
Koshinski Asset Management, Inc.
13,910$263.3K0.0%ETFLowDecatur, IL2026-10-29
Triad Wealth Partners, LLC
13,185$249.6K0.0%ETFMediumLawrence, KS2026-10-26
Advisor OS, LLC
12,936$244.9K0.0%ETFMediumChicago, IL2026-11-03
Decker Retirement Planning Inc.
11,192$211.9K0.1%Agg GrowthVery HighLevi, UT2026-10-19
Park Avenue Securities LLC
10,868$2060.0%ETFMediumNew York, NY2026-10-26
Tounjian Advisory Partners, LLC
6,634$125.6K0.1%GrowthHighFort Myers, FL2026-11-04
Wealth Enhancement Trust Services, Inc.
5,137$97.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
Farther Finance Advisors, LLC
1,547$29.3K0.0%IndexLowSan Francisco, CA2026-10-08
Buck Wealth Strategies, LLC
1,383$26.2K0.0%ValueMediumDenver, CO2026-10-28
Montgomery Financial Services LLC
1,218$23.1K0.0%ETFN/AOcean City, MD2026-11-03
US Bancorp \de\
1,164$22.0K0.0%IndexLowMinneapolis, MN2026-11-05
Fifth Third Bancorp
725$13.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Triumph Capital Management
200$3.8K0.0%ETFMediumDenver, CO2026-10-14
Assetmark, Inc
124$2.3K0.0%ETFLowConcord, CA2026-10-21
POM Investment Strategies, LLC
10$1810.0%ETFVery HighRaleigh, NC2026-10-20